北京商报讯（记者 关子辰 牛清妍）12月26日，首都机场举办航旅嘉年华活动。北京商报记者从活动上获悉，首都机场今年的旅客量预计达到7000万人次， 航班量43万架次。 发布会上，北京市文旅局以及黑龙江机场、吉林机场、河北机场的推介官分别介绍了当地冰雪旅游资源及线路，国航向观众推介了"国航+"产品。 此外，首都机场与中旅旅行即将于新年后在3号航站楼国际到达区域共建入境游服务柜台，整合酒店预订、旅游用车、入境游产品预订等核心功能，为国际 中转及入境旅客提供全面优质的服务。 本次首都机场航旅嘉年华以"冰雪游"和"入境游"为主题。12月26日至28日，首都机场集团成员单位、首都机场驻场中外航空公司、在线商旅平台等近40家单 位联合推出了航旅市集，旅客可参与盲盒抽奖、打卡集章以及"豆汁挑战赛"等活动。 截至目前，首都机场航线网络已经覆盖57个国家的225个航点，其中国际及地区航点97个，洲际航点已增加至52个位列全国第一。首都机场联合航空公司开 通或加频马累、奥斯陆、金边、莫斯科等多条国际航线。 首都机场新升级"中转助手"和"入境助手"服务团队，为中转旅客提供"登机口到登机口"一对一陪同服务，为入境旅客提供现场引导与咨 ...

央视网消息：记者从多家航空公司了解到，目前元旦假期国际机票预订已经处于尾声，而国内机票的预订还在高峰期。在飞行目的地的选择上，国内市场呈 现出南北游客"双向奔赴"的特点。 在深圳宝安机场，一大早，记者就见到了不少拿着超大号行李的旅客，行李袋里面不仅有加厚的棉衣，还有齐全的雪具。最近，从深圳飞往北方滑雪的旅客 越来越多了。 今年元旦假期，民航市场热度较往年明显上升，而冰雪游则成为近期深圳旅客出游的一大热点。多家航空公司在这些热门冰雪游航线上增投了运力，目前机 票销售进度已超其他航线。 南航深圳分公司主任乘务长 孟晓姝：我们专门打造了冰雪主题和元旦主题的航班，像深圳始发阿勒泰的航班，12月27日始发（的）客座率已达到了77%。 像东北方向的哈尔滨航班，始发客座率达到了50%，今年假期整体机票销售都比较快，整体机票销售进度较去年同期提升了10%。 深圳机场航站区管理部部长助理 谢果：进港旅客和出港旅客都多，深圳工作的人去北方旅游，东北地区也流行来深圳旅游，因为深圳特别暖和。深圳机场 往返东北客流量最近已经（同比）增长了4.3%。 2026年元旦假期共有3天，在线旅游平台数据显示，自12月27日起，机票销量已有明显增 ...

（文章来源：央视新闻） 记者从多家航空公司了解到，目前元旦假期国际机票预订已经处于尾声，而国内机票的预订还在高峰 期。在飞行目的地的选择上，国内市场呈现出南北游客"双向奔赴"的特点。 今年元旦假期民航市场热度较往年明显上升。多家航空公司在热门冰雪游航线上增投了运力，目前机票 销售进度已超其他航线。相关人士表示，深圳工作的人去北方旅游，东北地区的游客也流行来深圳旅 游。"深圳机场往返东北客流量，最近已同比增长了4.3%。" ...

Investment Rating - The industry is rated as "Outperform" compared to the market, indicating an expectation that the industry index will perform better than the benchmark index over the next 6-12 months [2][46]. Core Insights - The social services sector saw a 1.87% increase in the last two trading weeks, ranking 5th among 31 industries in the Shenwan classification. This performance outpaced the CSI 300 index by 2.23 percentage points [2][13]. - The upcoming New Year holiday is expected to boost consumer travel demand, with significant increases in travel bookings. Domestic flight ticket reservations have exceeded 1.06 million, a year-on-year increase of approximately 45% [5][28]. - The Ministry of Commerce and other departments have issued a plan to promote high-quality development in the service outsourcing sector, aiming to cultivate competitive enterprises and enhance employment opportunities by 2030 [28][32]. Market Review & Industry Dynamics - The social services sector's performance was highlighted by sub-sector increases, particularly in education (+5.21%), hotel and catering (+4.43%), and tourism and scenic spots (+2.48%) [17][21]. - The overall market saw the Shanghai Composite Index decline by 0.32%, while the social services sector managed to rise, indicating resilience in this industry [13][20]. - The sector's price-to-earnings ratio (PE) stands at 36.29, which is at the 38.15% historical percentile, suggesting a relatively high valuation compared to historical averages [21][24]. Investment Recommendations - Companies with strong growth prospects in the travel chain and related industries are recommended for investment, including Tongcheng Travel, Huangshan Tourism, and Lijiang Shares [5][39]. - Hotel brands such as Jinjiang Hotels and ShouLai Hotels are expected to benefit from the recovery in business travel and increased market share [5][39]. - The recovery of cross-border travel is anticipated to boost airport duty-free sales, with recommendations to focus on China Duty Free Group and Wangfujing [5][39].

Group 1 - The popularity of ice and snow tourism is increasing, with various regions upgrading their offerings and integrating industries to create new consumption scenarios under the "ice and snow+" concept, thereby stimulating consumer activity [1] - Events such as the Inner Mongolia Ice and Snow Nadam Festival attracted nearly 10,000 visitors, showcasing a blend of cultural tourism activities that include viewing, entertainment, and trade [3] - The Liaoning Province is hosting a public skiing challenge with over 150 participants, emphasizing community sports activities alongside other winter sports like snow pickleball and snow soccer [3] Group 2 - Many ski resorts are now offering night skiing experiences, enhancing visitor enjoyment with activities like light shows and photo opportunities [4] - The Hehuashan Glacier Forest Park in Sichuan is experiencing a surge in visitors due to its "ice and snow + scientific research" model, which combines tourism with educational activities [4] - The Sayram Lake scenic area in Xinjiang is connecting multiple ice and snow experience points along a 90-kilometer route, enriching visitor experiences through ice markets and local customs [4]

Core Insights - The sale of train tickets for the New Year period has officially started, with significant demand observed for popular routes from major cities like Beijing, Shenzhen, and Guangzhou [1] - The extended three-day holiday for New Year has led to a surge in ticket sales compared to last year's single-day holiday, resulting in rapid sell-outs for peak travel times [1] Group 1: Train Ticket Demand - Popular routes experiencing high demand include Beijing to Harbin, Shenzhen to Xiamen, and Guangzhou to Changsha, with tickets for peak times selling out quickly [1][3] - The top ten departure cities for the New Year holiday include Beijing, Shanghai, Chengdu, and Guangzhou, while the top ten destinations include Shanghai, Harbin, and Beijing [3] - Short-distance train tickets within key urban clusters like Beijing-Tianjin-Hebei and the Yangtze River Delta are particularly sought after, with routes such as Chengdu to Chongqing and Guangzhou to Shenzhen being highly popular [3] Group 2: Long-Distance Travel Trends - The winter tourism themes of ice and snow activities are driving demand for long-distance train travel to regions like Northeast China and Yunnan, with Harbin's Ice and Snow World opening on December 17 expected to attract many visitors [3] - New high-speed rail lines recently opened are anticipated to stimulate travel demand during the New Year holiday, with increased interest in routes like Xiangyang to Jingmen [4] Group 3: Air Travel Trends - Air ticket bookings for the New Year holiday have surged, with demand more than doubling compared to last year, leading to a noticeable increase in average ticket prices [5] - The top ten popular flight routes include Guangzhou to Harbin and Beijing to Sanya, reflecting significant north-south travel patterns [5] - The launch of Hainan's free trade port is expected to enhance the appeal of travel to Hainan, with a 75% increase in flight bookings to Sanya noted [5] Group 4: International Travel - The "three days off and eight days on" holiday pattern is prompting interest in outbound travel, with popular short-haul international routes including Shanghai to Kuala Lumpur and Beijing to Ho Chi Minh City [6]

元旦假期部分游客会以拼假形式出境游，其中，东南亚的短线游选择人数较多。 冰雪游热度不断攀升，元旦假期大兴机场不仅开通了飞往黑龙江、吉林、辽宁、新疆、内蒙古等的 33条航线，还拓展了多条出境冰雪游航线。 大兴机场航空业务部副总经理王强：我们大兴机场积极加密中俄航线网络，目前共有9家中俄航司 运营北京大兴往返莫斯科、伊尔库茨克、新西伯利亚、叶卡捷琳堡等9条航线，每周计划59个往返班 次，为旅客奔赴冰雪之旅提供丰富的出行选择。 央广网北京12月19日消息（记者郭淼）据中央广播电视总台中国之声《新闻和报纸摘要》报道， 2026年元旦假期首日火车票昨天（18日）开始发售。相关数据显示，元旦假期火车票、机票预订量显著 增长，北上赏雪、南下避寒，以及出境短线游热度较高。 2026年首个元旦3天假期出行人数明显增加。截至目前，2026年1月1日至3日入住广州、南宁、上 海、北京、哈尔滨等热门城市酒店预订量同比增长3倍以上。国内航线机票预订量已超106万张，同比增 长约45%；出入境航线机票预订量超过53万张，同比增长约15%。 在上海浦东国际机场2号航站楼，不少市民已趁着淡季低价，开启错峰的年末旅行。国内的热门航 线主要在广 ...

除了国内市场火爆外，这个元旦假期出境游市场也同步升温。 元旦期间热门地区出境机票预订量增长四成以上 ，欧洲等长线目的地热度也 持续上涨。 2026年的元旦比2025年多放2天假，为文旅消费市场带来乘数级拉动效应。数据显示，截至12月17日， 元旦假期国内航线机票预订量超 176万张，同比增长约46%。 元旦假期国内机票预订量同比增长约46% 近一个月以来， 在线旅游预订平台上"跨年""元旦"等关键词搜索热度环比上涨超280% 。进入12月份，元旦假期的机票、酒店民宿等主要 产品预订逐步上涨，整体预订热度较去年同期提升近30%。 "冰雪游"和"避寒游"成为两大主流旅行趋势。 有平台数据显示，元旦期间从全国各地飞往哈尔滨、长春、长白山、阿勒泰、乌鲁木齐等热门冰雪旅游目的地的机票预订热度不断走高， 旺盛需求也推动机票价格"水涨船高"。 此外，这个元旦假期从北京、天津等主要城市飞往三亚、海口、昆明、广州、厦门等 热门避寒目的地的机票预订热度环比上涨36% 。飞到 大湾区多个城市的机票量同比大幅增长。其中，揭阳机票预订量增幅达2.2倍，前往广州的机票预订量超14万张，同比增长约47%；深圳、 珠海机票预订量也均实现翻倍 ...

Core Insights - The winter tourism market is experiencing a significant shift with a dual focus on ice and snow tourism and warm escape tourism, driven by diverse and personalized consumer demands [2][8] - This winter season, travel bookings have surpassed last year's figures, indicating an early and robust market activation, particularly among younger travelers [2][4] Demand Side Changes - There is a notable increase in the proportion of young travelers, with ice and snow tourism and warm escape tourism emerging as the two main themes [2][4] - Recent data shows a 300% increase in search interest for "winter tourism," with "skiing" searches up by over 66% and searches for "nearby ski resorts" up by 87% year-on-year [2] Supply Side Innovations - Travel agencies are launching over 20 new ice and snow tourism products, including offerings related to the 2026 Milan-Cortina Winter Olympics [6] - The winter tourism landscape is characterized by a "north-south resonance" with popular ice and snow destinations in northern regions like Jilin and Heilongjiang, while warm escape destinations are concentrated in Yunnan and Hainan [4] Experience and Thematic Development - Consumers are shifting from passive cold avoidance to actively seeking cold experiences, marking a transition to a "theme peak season" for winter tourism [8] - Ski resorts are enhancing their facilities and services, with the Nanshan Ski Resort opening nine ski trails and upgrading equipment to cater to younger audiences [12][14] Local Economic Impact - The "ticket root economy" is gaining traction, allowing visitors to enjoy discounts at local hotels and attractions by presenting ski tickets, thereby boosting local winter tourism [16] - In December, the Gubei Water Town will offer free admission to all visitors, further stimulating tourism [18] Warm Escape Tourism - In Tengchong, Yunnan, the integration of geothermal resources into a "hot spring+" model is attracting winter tourists, with a 57.7% year-on-year increase in visitors to A-level scenic spots [20][29] - Unique experiences, such as free foot baths at public transport stations, are enhancing the appeal of warm escape tourism [22][24]

Core Insights - The New Year's holiday in 2026 will have two additional days off compared to 2025, significantly boosting the cultural and tourism consumption market [1] Group 1: Travel Trends - As of December 17, domestic flight ticket bookings for the New Year's holiday exceeded 1.76 million, representing a year-on-year increase of approximately 46% [1] - "Ice and snow tourism" and "winter escape tourism" have emerged as the two main travel trends for this holiday season [1] Group 2: Popular Destinations - There has been a 36% month-on-month increase in ticket booking heat for flights from major cities like Beijing and Tianjin to popular winter escape destinations such as Sanya, Haikou, Kunming, Guangzhou, and Xiamen [1] - Flight bookings to multiple cities in the Greater Bay Area have seen a significant year-on-year increase [1]